The Current Correction in the Semiconductor Industry

There has been a lot of strength in the semiconductor industry but it seems like it's, it's taking a little break right now. So many semiconductor companies we talk about don't actually manufacture they outsource it to a Taiwan semi, or Samsung or an Intel. The constraints are at the boundaries of those companies right now. But what we need is more capacity on those lines. And that's where we've been investing and finding some names that we think are going to benefit here.